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List the remaining renewal steps in date order

  • For Revenue operations
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Beginner

About this exercise

Write the remaining renewal checklist for Maple & Oak: exactly 6 lines, each starting "- [ ]", then the date like "Dec 4", the step, and the owner in parentheses. Date order, soonest first. Leave out steps that are done or cancelled. Plain text, nothing before or after.

Common mistakes when you ask AI for this

  • Including finished and cancelled steps. The AI lists everything in the tracker. Try: Say: "Leave out steps that are done or cancelled."
  • Missing owners. The AI writes steps without who does them. Try: Say: "Put the owner in parentheses on each line."
  • Wrong order. The AI keeps the tracker order or groups by owner. Try: Say: "Date order, soonest first."
  • Getting markdown back. AI adds bold and headings by default, which show up as stray symbols where this is pasted. Try: Say "plain text, no bold, no headings, no asterisks".
  • Leaving the bullet count open. The AI keeps adding bullets until every detail is covered. Try: Name the cap: "at most N bullets, nothing else".

What a strong prompt includes

  • Gives the line format
  • Date order
  • Owner in parentheses
  • Excludes done and cancelled
  • Asks for plain text
  • Caps the bullets

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